Alpscorecommodity Management Pletecommodities Fund Manager Performance Evaluation
| JCCSX Fund | USD 9.00 0.05 0.56% |
The fund shows a Beta (market volatility) of 0.0923, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Alps/corecommodity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Alps/corecommodity is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Alpscorecommodity Management Pletecommodities are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Alps/corecommodity showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 28th of February 2025 | |
| Expense Ratio | 1.4000 |
Alps/corecommodity |
Alps/corecommodity Relative Risk vs. Return Landscape
If you would invest 795.00 in Alpscorecommodity Management Pletecommodities on November 8, 2025 and sell it today you would earn a total of 105.00 from holding Alpscorecommodity Management Pletecommodities or generate 13.21% return on investment over 90 days. Alpscorecommodity Management Pletecommodities is currently producing 0.2125% returns and takes up 1.0627% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Alps/corecommodity, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Alps/corecommodity Current Valuation
Undervalued
Today
Please note that Alps/corecommodity's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Alps/corecommodity shows a prevailing Real Value of $9.67 per share. The current price of the fund is $9.0. We determine the value of Alps/corecommodity from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Alps/corecommodity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Alps/corecommodity Mutual Fund. However, Alps/corecommodity's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 9.0 | Real 9.67 | Hype 9.0 | Naive 8.8 |
The intrinsic value of Alps/corecommodity's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Alps/corecommodity's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Alpscorecommodity Management Pletecommodities helps investors to forecast how Alps/corecommodity mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Alps/corecommodity more accurately as focusing exclusively on Alps/corecommodity's fundamentals will not take into account other important factors: Alps/corecommodity Target Price Odds to finish over Current Price
The tendency of Alps/corecommodity Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 9.00 | 90 days | 9.00 | under 4 |
Based on a normal probability distribution, the odds of Alps/corecommodity to move above the current price in 90 days from now is under 4 (This Alpscorecommodity Management Pletecommodities probability density function shows the probability of Alps/corecommodity Mutual Fund to fall within a particular range of prices over 90 days) .
Alps/corecommodity Price Density |
| Price |
Predictive Modules for Alps/corecommodity
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Alps/corecommodity. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Alps/corecommodity's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Alps/corecommodity Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Alps/corecommodity is not an exception. The market had few large corrections towards the Alps/corecommodity's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Alpscorecommodity Management Pletecommodities, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Alps/corecommodity within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.21 | |
β | Beta against Dow Jones | 0.09 | |
σ | Overall volatility | 0.43 | |
Ir | Information ratio | 0.17 |
Alps/corecommodity Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Alps/corecommodity for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Alps/corecommodity can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund retains about 40.31% of its assets under management (AUM) in cash |
Alps/corecommodity Fundamentals Growth
Alps/corecommodity Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Alps/corecommodity, and Alps/corecommodity fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Alps/corecommodity Mutual Fund performance.
| Total Asset | 6.4 M | ||||
About Alps/corecommodity Performance
Evaluating Alps/corecommodity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Alps/corecommodity has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Alps/corecommodity has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund seeks to achieve its investment objective by investing,under normal circumstances,directly or indirectly in a combination of equity securities of natural resource companies, as commodity-related equity securities and commodity futures-linked derivative instruments thereby obtaining exposure to the commodity markets.Things to note about Alps/corecommodity performance evaluation
Checking the ongoing alerts about Alps/corecommodity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Alps/corecommodity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains about 40.31% of its assets under management (AUM) in cash |
- Analyzing Alps/corecommodity's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Alps/corecommodity's stock is overvalued or undervalued compared to its peers.
- Examining Alps/corecommodity's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Alps/corecommodity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Alps/corecommodity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Alps/corecommodity's mutual fund. These opinions can provide insight into Alps/corecommodity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Alps/corecommodity Mutual Fund
Alps/corecommodity financial ratios help investors to determine whether Alps/corecommodity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Alps/corecommodity with respect to the benefits of owning Alps/corecommodity security.
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